US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.
Karen Karniol-Tambour, discusses frameworks for assessing the sustainability and impact characteristics of public assets including equities, fixed income assets and commodities which investors can apply to their own portfolios.
This session looks at the gender gap and the tools and processes available to improve the gender lens for investors both organisationally and for the companies they invest in.
This session examines research from Woodwell Climate Research Centre that assesses near-term physical and socioeconomic risks associated with climate change and demonstrates a model for embedding the insights of climate science into both public- and private-sector decision-making.
This session examines the development and evolution of sustainability bonds in emerging market debt, how they can be used for impact in developing and emerging economies and allow investors to be more targeted.
What does Robeco expect in the world of sustainable investing in 2021? We remain focused on the two main elements of SI: integrating ESG into the investment process and active ownership. In our latest webinar, Masja Zandbergen outlines her views on the market outlook for SI and sustainable strategies.
The composition of an investment committee is the most meaningful criteria in assessing diversity, equity and inclusion in private market fund managers according to Mercer.
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FIS 2026 at Harvard University